How to Transfer and Import Data to Your Return in TurboTax

by Personal Finance Editor ; Updated July 27, 2017

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How to Transfer and Import Data to Your Return in TurboTax. You can avoid tedious entry of data (such as names, addresses and specific tax-related information) in TurboTax (tax year 1999) by importing data from a previous year's tax return, or from Quicken or QuickBooks.

Transferring Data From TurboTax or MacInTax

Step 1

Locate your last tax return file. If it's on a removable disk, insert the disk into the appropriate drive.

Step 2

Open TurboTax.

Step 3

Click Start My Return.

Step 4

Click Continue.

Step 5

Click Transfer From Last Year.

Step 6

Find and choose the file or enter the path.

Step 7

Click Transfer Selected Return.

Step 8

Review the information that transferred.

Importing From Quicken, QuickBooks or Another Program

Step 1

Follow the instructions in your financial program to create a TXF file.

Step 2

In TurboTax, click "1. Personal Info" in the gray menu below the top menu bar.

Step 3

Click Import in the pop-up menu.

Step 4

Click on the name of your financial program or click Other Financial Software.

Step 5

Click Import Now.

Step 6

Find and choose the file or enter the path containing the TXF file.

Step 7

Click Open.

Tips

Windows TurboTax files have a ".tax" extension. Transferred data will be shown in green so you can easily distinguish it from newly entered data. The way you create TXF files varies in different versions of Quicken.